Id’ be pleased to help. Here’s how to set up a user’s role:

  1. Click on the Gear icon and choose Manage Users.
  2. Click on the New button.
  3. Choose Regular or custom user and click Next.
  4. Choose Limited and put check marks on both Customers and Sales, and Vendors and Purchases.
  5. Set up the User Management, Company […]

Resolution for 'access to invoices issue: 'I’d like to create a role to have access to invoices, expenses, do monthly reconciliations, etc., BUT not have access to payroll, salaries, etc. Which role do I create?' available: Yes.

The access to invoices issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the access to invoices issue yourself by looking for a resolution described in the article. If it is a complex access to invoices issue or you are unable to solve the issue, you may contact us by clicking here or by using other access to invoices support options.

For more information about resolving issues related to access to invoices in Quickbooks/QBO or to get support for the issue 'I’d like to create a role to have access to invoices, expenses, do monthly reconciliations, etc., BUT not have access to payroll, salaries, etc. Which role do I create?', click the link below: